The Proposal and Benefit Education Leader is responsible for the distribution of knowledge that flows through Sales, for Internal and External audiences. Individuals in this role will be responsible for coordinating responses to Requests for Proposals (RFPs) and Requests for Information (RFIs) from clients, prospects, and/ or other entities; this work is executed through close collaboration with Sales and all business areas in the organization. This representative will synthesize and communicate updates to the Sales Organization and will coordinate communications to the larger enterprise, as needed. The Proposal and Benefit Education Leader will collaborate with Sales Org. leaders to identify training needs/ opportunities; developing roadmaps for continual learning and skill assessment, then outlining a plan to execute identified priorities. This role is responsible for profiling differentiators and emerging forces in the market. This individual will work with Sales representatives to coordinate external education and/ or meeting support, particularly during Open Enrollment periods for clients. Additional related duties will be assigned as needed. Through close strategic collaboration with Sales personnel and leaders, oversees the successful and exceptional execution of RFP/ RFIs for clients, prospects, and consultants; delivering on all requested timelines while meeting/ exceeding all minimum specifications as defined in the given RFP/RFI. Maintains knowledge library (currently housed in Responsive) and recommends modifications & new uses of information within library. Ensures that all prepared content aligned with enterprise brand specifications, including (but not limited to) branded color pallet, font, iconography, organizational tone, etc. Maintains relationships representatives across the enterprise and collaborates for successful completion of highly complex RFPs, RFIs, and projects. Identifies and communicates market trends observed through Proposal/ Sales Comms activities; then, collaborates with Sales, Sales Enablement, Rev Ops, and Sales Leaders to develop any necessary action and communication plans stemming form synthesis of communicated trends. Prepares and executes Learning & Development curriculum through collaboration with Sales and enterprise Learning & Development representatives. Coordinates communication of updates, priorities, and miscellaneous pertinent information to Sales Org through variety of communication modalities including (but not limited to) Teams, email, recorded content, print material, in-person, etc. Coordinates external meeting support for services including presenting both in-person and virtual presentation content for benefit education during open enrollment as well as miscellaneous client/prospect engagements Other related duties, as assigned.
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Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees